Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

EVERFI

everfi.com

Banking and fintech infrastructureFinancial technology and data

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
536 of 2,219
its rank by overall score
Place in its category
78th of 315 fintech infrastructure companies
Closing balance

Named in

13of 60 answers

by 4 of 4 assistants

Statement note

What this means for EVERFI

AI assistants name this fintech infrastructure company in 21.7% of answers, much more often than the typical company in its sector at 1.7%. Its overall score is 36 out of 100, which ranks 536th of 2,219 companies. The website passes 4 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned EVERFI by name. AI assistants named it in 13 of the 60 answers. Counting only how often it is named, it ranks 37th of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
36Overall score
  • Visibility26
  • Citations8
  • Sentiment50
  • Site quality80
  • AI readiness29
Summary of account
Named by AI in
21.7%
13 of 60 answers
Share of mentions
36.1%
of the mentions of it and its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
181 of 574
by overall score, where the typical financial technology and data company scores 29

Get the full report on EVERFI as a PDF

Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

Line itemsSection 01

Every question, and where the company came up

EVERFI came up on 6 of 15 questions. Open any window to read that answer.

  1. 01Are there free or low-cost digital tools for teaching personal finance in the classroom?2/4
  2. 02Typical pricing models for online financial education platforms serving K-12 schools2/4
  3. 03Best ways to integrate digital life skills modules into middle school curriculums0/4
  4. 04What other tools can banks use to empower their customers with financial skills besides digital education platforms?1/4
  5. 05Digital education tools vs in-person workshops for teaching money management to students0/4
  6. 06Why aren't students engaging with our online personal finance lessons?0/4
  7. 07What features should educators look for in a digital program teaching essential life skills?0/4
  8. 08What are the most effective digital platforms for teaching financial literacy to K-12 students?4/4
  9. 09Common challenges when implementing digital financial education courses in K-12 schools0/4
  10. 10Alternatives to digital platforms for delivering financial education to students0/4
  11. 11Best online programs to help schools deliver essential life skills education3/4
  12. 12How do digital financial literacy platforms compare to traditional classroom resources?0/4
  13. 13Do digital education platforms provide a good return on investment for financial institutions wanting to educate their customers?0/4
  14. 14How can educational institutions use digital platforms to meet CRA compliance requirements?0/4
  15. 15Is investing in a comprehensive online financial literacy curriculum for schools worth the cost?1/4
Total namedOpenAI: 3/15Claude: 2/15Perplexity: 3/15Gemini: 5/15All assistants: 13/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What OpenAI actually said

An answer that names the company

OpenAInamed the company

“What are the most effective digital platforms for teaching financial literacy to K-12 students?”

Short answer — the most widely used, effective digital platforms for K–12 financial literacy are:

EVERFI (K‑12 financial education). Strengths: turnkey, interactive, standards‑aligned modules with automatic grading and district reporting; often free to schools through corporate/community sponsorships. (everfi.com)

Next Gen Personal Finance (NGPF). Strengths: free, teacher‑friendly curriculum and lesson plans, ready-to-use units (including assessments) designed for secondary students; easy to adapt to semester/quarter pacing. ([ngpf.or …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Banzai
    4

Share of mentions

CompanyShare
  1. EVERFI
    36.1%
  2. EVERFI (formerly iGrad)
    36.1%
  3. Banzai
    22.2%
  4. Nearpod
    2.8%
  5. Junior Achievement USA
    2.8%
  6. Jump$tart Coalition
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    everfi.com (its own website)
    20
  2. 02
    lifehubeducation.com
    10
  3. 03
    intuit.com
    6
  4. 04
    ngpf.org
    5
  5. 05
    commonsense.org
    4
  6. 06
    cde.ca.gov
    4
  7. 07
    oecd.org
    4
  8. 08
    sciencedirect.com
    4
  9. 09
    fdic.gov
    4
  10. 10
    investors.intuit.com
    3

EVERFI is in the study as a fintech infrastructure company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
5/15
OpenAI
3/15
Perplexity
3/15
Claude
2/15
Market comparisonSection 06

How EVERFI compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
26

How often AI assistants name the company, and how that compares with its peers

Citations
8

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
29

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with financial technology and data companies

574 companies in this sector. The gold tick on each bar is the typical company.

Overall score
36
Ranks 181 of 574. Typical company: 29
Named in answers
21.7%
Ranks 37 of 574. Typical company: 1.7%
AI readiness
29
Ranks 224 of 574. Typical company: 29
Against its categorySection 08

Compared with fintech infrastructure companies

315 companies in this category. The gold tick on each bar is the typical company.

Overall score
36
Ranks 78 of 315. Typical company: 28
Named in answers
21.7%
Ranks 12 of 315. Typical company: 1.7%
AI readiness
29
Ranks 117 of 315. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. EVERFI publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
72 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPartly met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 24 of 100 · 97% of checks could run · checked on October 9, 2026 · everfi.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

4 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

Take it with you

Get the full report on EVERFI as a PDF

Every number on this page in a PDF you can keep and share with your team. Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

ShareSection 12

Share this result

Overall score 36 of 100 badge for EVERFI

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/everfi.com"><img src="https://aeo-audit.rezolve.com/finance/badges/everfi.com.svg" alt="Overall score 36 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo